Data sourced from ASIC Financial Advisers Register
Financial Adviser · FREMANTLE, WA

Stephen Collier

16 Years experience
Tax advice
authorised
Currently at
Industry Fund Services Limited
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001006492

Stephen Collier is a financial adviser based in Fremantle, Western Australia, with 16 years of experience in the financial services industry. Stephen is currently authorised under Industry Fund Services Limited. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from Australian Catholic University. Stephen is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation (excluding the establishment and management as trustee)

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Business
Australian Catholic University
2009
Diploma of Financial Services (Financial Planning FNS50804)
Kaplan
2011
Advanced Diploma of Financial Services (Financial Planning FNS60404)
Kaplan
2011
Margin Lending and Geared Investments
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Economics and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2024
Client Enagement Skills
Behavioural Finance - Kaplan Professional

Registration History

Industry Fund Services Limited
Sep 2023 - Present Current
Superannuation (excluding the establishment and management as trustee)
Guideway Financial Services Pty Ltd
Dec 2022 - Aug 2023 Ceased
Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
Fortnum Private Wealth Ltd
Mar 2020 - Nov 2022 Ceased
Not SMSF
Financial Wisdom Limited
Apr 2017 - Feb 2020 Ceased
Not authorised to provide personal advice on SMSF & Standard Margin Lending
Industry Fund Services Limited
Sep 2014 - Dec 2016 Ceased
Australia And New Zealand Banking Group Limited
Jan 2010 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register